Everything that matters, on one screen
Instead of juggling a dozen apps, you see your total balance, portfolio performance and the key market numbers in a single click.
Real-time market monitoring
Live quotes for major indices, cryptocurrencies and precious metals, without switching between tabs.
Flexible portfolio management
Group holdings by category and analyze capital and value changes for one portfolio or across your entire strategy.
Interactive capital chart
A detailed chart with a choice of time periods, so you can see exactly where your portfolio grew and where it drew down.
Asset allocation map
The weight of every asset in your portfolio. Judge diversification and risk at a glance.
Broker sync
Import from Interactive Brokers (IBKR) or other platforms. Your trades appear in Strum automatically.
Detailed holdings list
A full list of your positions with quantity, cost basis, current value and unrealized P&L.
Strum does more than store your data, it lets you act on it: add new positions by hand, adjust transactions, or record income and expenses to keep your financial position accurate 24/7.
Rebalancing
Smart management of your portfolio structure
Strum automates the complex calculations and keeps your asset weights in line with the strategy you chose. One click, and you have an action plan instead of emotional decisions in a volatile market.
Personal portfolio templates.build models of your ideal allocation for different goals, from conservative index funds to aggressive crypto portfolios.
Intelligent contribution calculations.enter the amount you are depositing and Strum tells you which assets to buy, and how much, to return to your target allocation.
Target allocation control.a clear comparison of where you stand today against your planned percentages, so you can respond to any drift early.
A schedule to work to.exact dates for the next rebalance of each portfolio, turning financial discipline into a system.
Flexible scenarios."allow sales" for a full portfolio overhaul, or rebalance using new cash contributions only.
A projected result.see your new balance instantly, before you place a single real order with your broker.
Strum removes the need to keep complicated spreadsheets in Excel: one click gives you a ready-made action plan for keeping your investment portfolio healthy.
Transactions
Flexible control over every financial operation
The Transactions section is the master log of everything that happens to your money. It is the one place where you edit data, and every change flows straight through to your budget, your portfolios and your total capital.
The full cycle.add, edit or delete any record, from a stock purchase to an everyday expense.
Detail on every entry.exact date, time, amount, currency and notes for context.
Flexible category editing.move a transaction between budget categories, or attach it to a specific portfolio.
Sources kept in sync.cash, card or broker, so you always know where an operation came from.
Fast search and filtering.filter by type (trades, income, expenses, transfers) or by time period.
Control over investment operations.edit the ticker, quantity or commission to keep your average price and returns exact.
Any mistake in a manual entry or an import is corrected in a few clicks, which is what keeps every piece of your capital analytics honest.